Know Your Way Forward

Olivera (Hollie) Winkelaar

Job title: Financial Planner, Sun Life, QAFP®

Languages spoken: English, Romanian, Serbian

Area(s) served: Alberta, British Columbia, and Ontario

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Our Mission

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We understand that life today is expensive, but we also recognize the importance of planning for tomorrow. Our mission is to empower individuals and families to take control of their financial futures through tailored and attainable strategies. We focus on comprehensive planning, encompassing planned spending, retirement saving, and estate building. Together, we'll create a roadmap that aligns with your unique needs and goals, alleviating financial anxiety and paving the way for a secure future. Join us in our pursuit of financial wellness, where your dreams are not just achievable but within reach.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.
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Balancing home-buying dreams with financial realities

Balancing home-buying dreams with financial realities

One of the first thing Rampersad does when she works with a client looking to purchase their first home is help them register a First Home Savings Account (FHSA), which allows clients to reduce their taxation on their first home purchase.
More than half of Canadians expect to care for aging parents, but most are not prepared

More than half of Canadians expect to care for aging parents, but most are not prepared

More than half of Canadians expect to care for aging parents, but most are not prepared. The costs of caregiving – such as day-to-day expenses, healthcare, long-term care, in-home care, and home upkeep - can add significant burden to finances with most poll participants reporting at least $5,800 in out of pocket expenses annually, but as much as $25,000 for some.
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca

Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca

For nearly a third of soon-to-be-retired Canadians, living a mortgage-free retirement may not be on the cards for at least a few years, a new report says.

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